Powerful features built for security and simplicity


Security matters. We take a security-by-design approach to building our
software utilizing best practices to provide peace of mind.

SOC 2 (Type 2) report

myPortal.Team obtains an independent validation of our security controls under the American Institute of Certified Public Accountants' applicable Trust Services Principles and Criteria.

3rd Party data centers

We utilize Azure as our third-party hosting provider. Azure has been recognized as the most trusted cloud for U.S. government institutions, including a FedRAMP High authorization.

Security protocols

The SSL/TLS protocol supported by myPortal.Team is TLS v1.2.

Data at rest / in transit

Data is encrypted using 256-bit AES encryption, one of the strongest block ciphers available.

Two-factor authentication

2FA provides an additional security layer to ensure those trying to access an account are who they say they are.

Private requests

Make specific requests and related activity private. Clearly see who has access to private requests.

View restrictions

Restrict a user's view of the request list to items they're assigned.

Secure comments

Prevent comments from being intercepted over email with our secure comment feature.

Password complexity

Enforce password complexity at the enterprise level.

User lockout

Prevent brute force attacks by enabling user lockout and control how long a user is locked out of their account.

Inactivity thresholds

Require users to reset their password if they are inactive over a threshold you control.

Read more about our security philosophy and practices


Dashboards & Reporting

Introduce a level of transparency into your engagements like never seen before,
where everyone is working with the most updated information.


Real-time data in one place. Clients and Firm Users work with the same information.

Dynamic charts

Charts and graphs allow users to drill down into the data and take instant action.

Advanced filters

Apply filters to your requests based on criteria that are most important to you.

Control access

Quickly see who has access to an engagement and the last time they visited.

File views

Find the files you need instantly with a list of all of the files in an engagement.

Export to Excel

Export requests, conversations, history, client lists, users, and audit logs directly to Excel to perform your analysis.

Smart alerts

Set intelligent alerts at the engagement level or on specific requests. Summary emails will help you keep up with critical activity.

Ready to get started?

Request List

Simplify the request process by removing the friction.
Have more time to work on what matters.


Organize your projects into engagements that can be shared with other users.


Within an engagement, create requests, upload requests from Excel, copy requests from other engagements or build one from a template.


Group requests into sections that mirror how your project is structured. Think cash, accounts receivable, accounts payable, revenue, etc.

Due dates

Utilize due dates to set expectations. With due dates, you can see exactly what's due when and if there are any requests past due.

High priority

Identify the items that are of the highest priority and call those items to a user's attention.

Assign requests

Know who is responsible for each request.

Engagement overview

View KPI's and status of individual requests in one location.

Drag & drop

Add files easily. Drag them directly into a request.

Automated workflow

Workflow automatically moves forward based on the user type and action taken.


Control when a request is marked verified to make sure everyone knows what to work on next.


Start conversations on individual requests. With conversations in one location, the whole team will be kept in the know.

No limits

There are no limits on file size, the number of documents, requests, engagements, sections, or users.

360-degree transparency

See the last date any user visited an engagement. The engagement history provides details of user actions.

Copy engagements

Have an engagement you want to use as a template? Copy it and eliminate the time spent building request lists from scratch.

Rollfoward engagements

At the end of an engagement, roll it forward to the next month, quarter or year. Your requests for next year are ready to go!


Take control of how frequently users receive a reminder on past due items or summarized activity.

Private requests

Make specific requests private. Clearly see who has access to private requests.

Download files

Download files individually, everything at once or files that meet your criteria.

Admin Controls

Have control over your environment and support your
firm's internal quality control standards.


Quickly set your security standards for your environment. We'll help guide you through this process when onboarding.

User access

Easily remove a user from all engagements they have access to with a click of a button.

Client setup

Designate who can setup clients in myPortal to comply with your client onboarding processes.

Audit logs

Gain insights into activity with access to audit logs.

Help & Support

Our customer support team is here to help. We provide industry-leading
human, self-serve, and proactive support.

Live chat

We will help your users quickly resolve any issue with a real-life human. Our median response time is less than 5 minutes!


Easily search our database of short help articles or learn more about myPortal.


We provide onboarding support to get you up and running fast.

Short learning curve

A focus on simplicity has kept the learning curve short and sweet.

Administrative time

Our help desk allows you to offload the administrative time that typically comes with managing an application. This time is offloaded from you to us—no more troubleshooting or helping users reset their passwords.

Ready to get started?